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Marshall & Sterling Wealth Advisors’s Dow Inc DOW Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18
Closed -$412 – 420
2025
Q3 		$412 Buy
18
+8
+80% +$199 ﹤0.01% 628
2025
Q2 		$264 Hold
10
– – ﹤0.01% 618
2025
Q1 		$350 Buy
+10
New +$384 ﹤0.01% 624

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DOW Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 18 shares — an estimated $412 sold.

Marshall & Sterling Wealth Advisors first reported a position in DOW in Q1 2025 and held it in 3 quarters. The position peaked at $412 in Q3 2025. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 18 Dow Inc shares in Q4 2025, an estimated $412.
  • Marshall & Sterling Wealth Advisors first reported a position in Dow Inc in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Dow Inc position peaked at $412 in Q3 2025.
  • 1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.